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Generali Investments, Management Co. LLC
Generali Investments is the asset management arm of Generali Group, headquartered in Milan, Italy, and manages over $670 billion in assets. Founded in the heritage of Generali Group (1831), it now operates as a platform uniting 12 specialist asset managers and over 2,200 professionals worldwide, serving institutional and retail clients globally with a diverse range of investment strategies across public and private markets, including sustainable real assets and alternatives. The firm is one of Europe's largest asset managers, and a core strategic pillar for Generali Group’s financial services ecosystem.
Investment Strategy
Generali Investments pursues a diversified, multi-boutique platform strategy, leveraging the specialist expertise of its affiliated asset management firms to provide tailored investment solutions. Its approach emphasizes differentiated risk-adjusted returns across public and private markets, with a particular focus on private markets, alternatives, real assets, and ESG/sustainable investment themes. Technology innovation - including AI, machine learning, and smart automation - is central to its investment process, aiming for enhanced returns and client experience. Generali seeks to generate long-term value for both internal insurance clients and external third parties while maintaining autonomy and innovation among its affiliated managers.
Latest 13F Filing Activity
Generali Investments, Management Co. LLC filed their most recent 13F report on Jun 30, 2025 disclosing 159 equity positions with a total 13F market value of $442M. The fund increased holdings in Nvidia Corporation, Applied Matls Inc., Broadcom Inc. among other positions. Generali Investments, Management Co. LLC reduced exposure to Mcdonalds Corp., Ebay Inc., Procter and Gamble Co. among others.
Top Holdings
Equity Positions (159)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 7.36% | $32.5M | 206,026 | $130.97 | $157.99 | +$10.8M |
M MSFT | MICROSOFT CORP | 6.95% | $30.7M | 61,787 | $420.84 | $497.41 | +$6.8M |
A AMZN | AMAZON COM INC | 6.35% | $28.0M | 127,973 | $215.79 | $219.39 | +$3.9M |
| ALPHABET INC | 5.96% | $26.3M | 149,570 | $188.34 | $176.23 | +$4.2M | |
M META | META PLATFORMS INC | 5.64% | $24.9M | 33,805 | $585.51 | $738.09 | +$3.9M |
Industry Allocation
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